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Contributor

64%

MATCH FOR YOU

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4.7out of 5

Paul Lothian

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Services:  General Financial Planning, Investments & Savings, Insurance & Protection, Pension and Retirement, Offshore investing, Annuities
OUR PURPOSEThe purpose of Verus Wealth Chartered Financial Planners is to take time to understand your values & goals and to help you face your financ... Read More
Serves clients with: Over £250k of investable assets or household income
Paul's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Contributor

63%

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4.8out of 5

Graeme Inglis

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% clients advised in each area  :

Investments

87%

Annuities

20%

Pensions

53%

Later life planning

20%
I am a Chartered Financial Planner with over 20 years financial services experience and am Founder and Director of Create and Prosper, a firm of Chart... Read More
Serves clients with: Over £50k of investable assets or household income
Graeme's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Chartered Financial Planner
Contributor

61%

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Graham Brodie

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Services:  General Financial Planning, Investments & Savings, Insurance & Protection, Pension and Retirement, Saving for children, Annuities
I am a professional and knowledgeable Financial Planner providing independent advice to both Personal and Corporate clients. With offices across the c... Read More
Serves clients with: Over £50k of investable assets or household income
Contributor

54%

MATCH FOR YOU

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4.8out of 5

Suzanne Gray

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% clients advised in each area  :

Investments

82%

Annuities

9%

Mortgages

18%

Pensions

82%
On 1st January 2014, I became an Associate Director of Johnston Financial. I joined Johnston Financial in August 2008 as a Financial Planner. My car... Read More
Serves clients with: Over £50k of investable assets or household income
Suzanne's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Chartered Financial Planner
Contributor

53%

MATCH FOR YOU

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4.8out of 5

Jean Dawson

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Services:  General Financial Planning, Investments & Savings, Insurance & Protection, Pension and Retirement, Healthcare, Equity Release, Annuities, Mortgages
We are a small family business offering friendly independent financial advice.50 years experience from two advisors (who care) under one roof.The choi... Read More
Serves clients with: Any level of wealth
Contributor

53%

MATCH FOR YOU

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4.8out of 5

Chris Mackie

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Services:  General Financial Planning, Investments & Savings, Insurance & Protection, Tax Planning, Pension and Retirement, Healthcare, Equity Release, Offshore investing, Saving for children, Annuities, Auto Enrolment
I am qualified both as a Chartered Financial Planner and a Certified Financial Planner and I have over 15 years experience in financial services. I ... Read More
Serves clients with: Over £50k of investable assets or household income

Can't find the right Perth IFA?

Please Note: We have not yet been able to verify the following individuals provide independent financial advice. They are, or have been, registered with relevant bodies or regulators at addresses in Perth.

Jeff BernsteinGeorge Stubbs Financial Services Ltd
Michael SmithMiller Hendry (Asset Management) Ltd
Kelman ChambersGeorge Stubbs Financial Services Ltd
Michael CollTurnberry Financial Services
Douglas BaillieThe Pension Specialist LLP
Looking for a different Independent Financial Advisor (IFA) in Perth? Search by name